In this episode of School Business Insider, host John Brucato reconnects with Michael Linehan (Equitable), Sarah Breiner (U.S. OMNI & TSACG), and Phil Hahn (Security Benefit) to discuss what school business officials need to know now that the mandatory provisions of Secure 2.0 are taking effect.

They break down the most important updates, compliance deadlines, and what districts can do today to prepare for smooth implementation. From Roth distributions to student loan matching and hardship certifications, this is your practical guide to navigating Secure 2.0 in 2025 — and staying ready for what’s next.

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